Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Olo, a leading innovator in digital ordering and payment solutions for the restaurant industry, reported robust financial results for the fourth quarter and full year 2024 while articulating a strategic roadmap for continued growth in 2025.</li><li>The company's strong performance is underscored by a series of milestones, including powering $29 billion in gross merchandise volume (GMV) across more than 750 brands, markedly boosting gross payment volume to $2.8 billion, and expanding its reach to nearly 15 million borderless accounts.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Olo, a leading innovator in digital ordering and payment solutions for the restaurant industry, reported robust financial results for the fourth quarter and full year 2024 while articulating a strategic roadmap for continued growth in 2025.The company's strong performance is underscored by a series of milestones, including powering $29 billion in gross merchandise volume (GMV) across more than 750 brands, markedly boosting gross payment volume to $2.8 billion, and expanding its reach to nearly 15 million borderless accounts.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Olo Inc. May Be The Hottest Takeover Target in Restaurant Tech Right Now—Here’s Why!

Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

<ul>
<li>Over the past few weeks I’ve done a handful of checks with competitors and customers in the restaurant-tech industry.</li>
<li>It was by no means exhaustive but definitely insightful.</li>
<li>Some were first party conversations; others came from 3rd party expert networks, podcasts interviews (there are lots of good ones out there, by the way) and other vendor white-papers etc.</li>
</ul>


Over the past few weeks I’ve done a handful of checks with competitors and customers in the restaurant-tech industry.
It was by no means exhaustive but definitely insightful.
Some were first party conversations; others came from 3rd party expert networks, podcasts interviews (there are lots of good ones out there, by the way) and other vendor white-papers etc.


Equity Analyst, Investi Analyst

Investi Analyst

Equity Analyst

Investment Entrepreneur / Equity Analyst.

<ul>
<li>Toast (NYSE:<a href="https://www.smartkarma.com/search?q=TOST" target="_blank" rel="noopener">TOST</a>) offers a cloud-based end-to-end POS tech platform primarily focused on restaurant and food services.</li>
<li>They offer a broad portfolio of software and payment solutions that help to solve the needs of restaurants.</li>
<li>The company's payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on restaurant sales.
</li>
</ul>


Toast (NYSE:TOST) offers a cloud-based end-to-end POS tech platform primarily focused on restaurant and food services.
They offer a broad portfolio of software and payment solutions that help to solve the needs of restaurants.
The company's payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on restaurant sales.



Toast: A Deep-Dive Into A Category Leader In Vertical Software

Independent Research, Food Delivery Space, Newmoon Capital

Newmoon Capital

Independent Research, Food Delivery Space

We look for owner-operators in what we believe are either highly defensible assets or soon to be highly defensible assets, trading at a fraction of their future potential.

Businesses exist to solve problems. Generally, the level of monetisation and the defensibility of that monetisation depends on the difficulty of solving those problems and whether there is a path to replicating that business. This is why we generally do not like businesses that compete with their ecosystem (i.e., those whose incentives do not align with their suppliers/users), instead preferring those that enrich it. Olo belongs to the latter.

Businesses exist to solve problems. Generally, the level of monetisation and the defensibility of that monetisation depends on the difficulty of solving those problems and whether there is a path to replicating that business. This is why we generally do not like businesses that compete with their ecosystem (i.e., those whose incentives do not align with their suppliers/users), instead preferring those that enrich it. Olo belongs to the latter.

United States

Olo Inc. provides software solutions. The Company develops cloud-based, on-demand commerce platform for multi-location restaurant brands. Olo serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Olo Inc (OLO US)

Olo Inc. May Be The Hottest Takeover Target in Restaurant Tech Right Now—Here’s Why!

Olo, a leading innovator in digital ordering and payment solutions for the restaurant industry, reported robust financial results for the fourth...

Baptista Research

OLO's Dilemma... (part 2)

Over the past few weeks I’ve done a handful of checks with competitors and customers in the restaurant-tech industry. It was by no means...

Guasty Winds

Toast: A Deep-Dive Into A Category Leader In Vertical Software

The company's payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on...

Investi Analyst

Olo Part 2 - Value Proposition

Olo helps these restaurants operate in this digital world, firstly by reducing operational complexity, and secondly by allowing them to build and...

Newmoon Capital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)